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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$911M +$300M +9,888,201 +49%
VA
2
Valmark Advisers
Ohio
$250M -$2.96M -97,365 -1%
Bank of America
3
Bank of America
North Carolina
$148M +$17.5M +575,896 +13%
AF
4
Allworth Financial
California
$139M -$7.54M -248,241 -5%
Morgan Stanley
5
Morgan Stanley
New York
$133M -$2.31M -76,004 -2%
LPL Financial
6
LPL Financial
California
$131M +$6.65M +218,753 +5%
HI
7
Horizon Investments
North Carolina
$121M -$195M -6,408,405 -62%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$97.7M -$961K -31,623 -1%
Stifel Financial
9
Stifel Financial
Missouri
$95.2M +$23.5M +773,642 +33%
AA
10
Alesco Advisors
New York
$94.6M +$3.4M +111,751 +4%
NAS
11
Nicolet Advisory Services
Wisconsin
$91.5M +$3.99M +131,276 +5%
NP
12
NorthRock Partners
Minnesota
$74.9M -$1.27M -41,666 -2%
UBS Group
13
UBS Group
Switzerland
$74M +$4.86M +159,868 +7%
GI
14
Gradient Investments
Minnesota
$72.6M +$149K +4,890 +0.2%
PI
15
PFS Investments
Georgia
$68.7M -$72.1M -2,373,076 -51%
DCM
16
Dupont Capital Management
Delaware
$66.4M +$19.4M +637,349 +41%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$61.6M +$5.77M +189,937 +10%
KFA
18
Kays Financial Advisory
Georgia
$55.5M +$2.25M +74,087 +4%
AA
19
Advisory Alpha
Michigan
$51M +$1.9M +62,639 +4%
AI
20
Accredited Investors
Minnesota
$48.4M +$1.12M +36,914 +2%
TC
21
TownSquare Capital
Utah
$47M +$1.19M +39,090 +3%
LFS
22
Lutz Financial Services
Nebraska
$44.1M +$1.53M +50,326 +4%
Osaic Holdings
23
Osaic Holdings
Arizona
$42M -$9.9M -325,861 -19%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$40.3M +$3.59M +118,305 +10%
NA
25
Nottingham Advisors
New York
$38.4M +$105K +3,443 +0.3%
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